See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,884 | $57,057-10.8% | $85,009-40.1% | $80,874-37.1% |
| Participation rate | 46.2% | 56.4%-10.2pp | 67.5%-21.4pp | 67.6%-21.5pp |
| Annual return | 11.08% | 21.66%-10.6pp | 66.47%-55.4pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,542 | $3,112-50.4% | $4,522-65.9% | $4,297-64.1% |
| Admin fee / account holder | $4,995 | $4,986+0.2% | $6,153-18.8% | $6,935-28.0% |